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Schwab Strategic Tr us dividend eq shares owned by Planning Project

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Planning Project from 13F filings

Historical chart of Planning Project investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Planning Project consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Planning Project

Quarter filed Position value Share count Share price at filing
2026-06-30 $559k 16k 34.89

More positions owned by Planning Project

Ishares Tr Exchange Trade Fund (IVV)
Ishares Tr Exchange Trade Fund (IEFA)
Ishares Tr Exchange Trade Fund (AGG)
Ishares Tr Exchange Trade Fund (IJH)
Ishares Tr Exchange Trade Fund (LQD)
Ishares Tr Exchange Trade Fund (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)
Linde Stock (LIN)
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)
Vanguard Bd Index Fds Exchange Trade Fund (BND)
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)
Conocophillips Stock (COP)
Vanguard Scottsdale Fds Exchange Trade Fund (VO)
Walmart Stock (WMT)

View all positions for Planning Project

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq